Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47872.65 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46477.7 Kr¶
PnL: ---------------------------------------> -410.87 Kr¶
DD now: ---------------------------------> -1.557 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 16:19:40.006210'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.640000 | 3229.200000 | 258.200000 | 8.690000 | 2971.000006 |
| HEBA B | 70 | 2.160000 | 2814.000000 | 178.000000 | 6.750000 | 2636.000010 |
| Boozt | 12 | 1.420000 | 1710.000000 | 56.000000 | 3.390000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| Corem Property Group B | 59 | 2.500000 | 628.940000 | 51.940000 | 9.000000 | 576.999999 |
| AcadeMedia | 12 | 1.330000 | 601.200000 | 44.200000 | 7.940000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.050000 | 396.000000 | 41.000000 | 11.550000 | 355.000000 |
| MedCap | 2 | 3.370000 | 460.000000 | 39.000000 | 9.260000 | 421.000000 |
| HMS Networks | 2 | 3.970000 | 712.000000 | 39.000000 | 5.790000 | 673.000000 |
| Resurs Holding | 22 | 0.040000 | 601.260000 | 27.260000 | 4.750000 | 573.999998 |
| Norva24 Group | 16 | 0.570000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | 2.010000 | 546.800000 | 19.800000 | 3.760000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| OEM International B | 7 | -0.380000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| SAAB B | 8 | -1.370000 | 3392.800000 | 15.800000 | 0.470000 | 3377.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Coor Service Management Hold. | 8 | 1.640000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| Securitas B | 6 | 2.110000 | 575.880000 | 5.880000 | 1.030000 | 570.000000 |
| Karnov Group | 9 | 0.170000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| CTEK | 13 | 1.550000 | 538.200000 | 4.200000 | 0.790000 | 533.999999 |
| Swedbank A | 3 | -0.110000 | 566.700000 | 2.700000 | 0.480000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.690000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.000000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.130000 | 3444.040000 | -9.960000 | -0.290000 | 3453.999992 |
| Essity B | 2 | -2.390000 | 563.600000 | -10.400000 | -1.810000 | 574.000000 |
| Midsona B | 63 | 1.690000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Essity A | 4 | -1.910000 | 1128.000000 | -21.000000 | -1.830000 | 1149.000000 |
| International Petroleum Corp. | 5 | 4.290000 | 571.500000 | -23.070000 | -3.880000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.000000 | 3804.500000 | -45.500000 | -1.180000 | 3850.000000 |
| Vivesto | 1368 | -0.690000 | 552.670000 | -60.330000 | -9.840000 | 612.999432 |
| Axfood | 13 | -0.210000 | 3653.000000 | -103.000000 | -2.740000 | 3756.000001 |
| OX2 | 18 | -0.870000 | 1436.400000 | -227.600000 | -13.680000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.100000 | 3489.500000 | -321.500000 | -8.440000 | 3810.999990 |
| Ovzon | 52 | -0.540000 | 2865.200000 | -496.800000 | -14.780000 | 3361.999992 |
| TOTAL | 46477.700000 | -410.870000 | -1.55715% | 46888.564618 |
Updated:¶
'2023-01-23 16:19:52.778331'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
